[Red Envelope] February 6 Review: Panic in the morning, stability by noon, and what the hell at the close. This market still requires guerrilla tactics to navigate!

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Morning Auction Information:

1. Han Jian’s largest order, compared with added orders.
2. Kailong Gaoke, compared with added orders.
3. Teyi Pharmaceutical, adding orders.
4. Hangzhou Jiebai, the sealed order meets expectations.
5. Panlong Pharmaceutical, reduce orders from 15-20 minutes, add orders after 20 minutes.
6. Jinfu Technology, positive news, large orders sharply reduced to 300 million.
7. Yijing Optoelectronics, added a one-word line for photovoltaic and batteries, weakly sealed.
   **
   End-of-day Auction Information:**
8. Hangdian re-encapsulated, with money, indicating expectations in Zhejiang.
9. CITIC, next week’s story: Jiebai drives consumption rebound?
10. Caidie Industrial, still Zhejiang.
11. Wenzhou Hongfeng, still Zhejiang.
12. Hengdian, still Zhejiang, but has declined further. Jinhua is not good, so Hangzhou?

Auction Pre-set Risk/Opportunity Messages and Analysis:

1. Before the opening, it was noted that Japan, Korea, and the US are all being hit, futures are not good, so before the market opens, it’s important to categorize the major sectors. A small movement might follow a certain group, a big move might follow another. Once this logic is clear, broadly speaking, silver and non-ferrous metals are like a seesaw, Hunan Gold is rallying back to red. Among the smaller groups, non-ferrous, chemicals, oil and gas are the focus. Non-ferrous Zhejiang Mining, large bonds, chemicals Baichuan, Red Wall bonds, oil and gas, and Bang bonds—choose based on your preference. This is the relationship between themes.
   Let’s also talk about the relationships between individual stocks.

You can check what I replied in the comment section on Wednesday night: actively letting go offers a repair opportunity. On Thursday, Huangtai and Hengdian both recovered. After Hengdian’s position was established, what happened? The main business of film and television was repaired, right? Then, after Hangdian was hit hard on the minute chart, Jiebai started to rise, which was also a repositioning move.

Adding the red K-line indicates a repair expectation. Yesterday, I mentioned the five-day moving average of Changfei, and Far East’s opening break was observed later. Tongding and Litong are recognizable and grouped, these are all playable options.

Another stock logic: Fenglong, as I mentioned before, you can review the recap from January 30. The robot small group is likely used to help Fenglong sell off, including Zhejiang-based ones. Old followers know that last Thursday, the robot was used to gamble on Fenglong’s exit, the logic is the same. Fenglong’s abnormal movement was hammered, hitting the floor, and then a bunch of robots came to rescue.

Within the robot group, the recognizability has been discussed before. Is Wuzhou the best recently? In the trend, Tianqi, Hassen, bonds are also well chosen.

2:16 AM reminder: Han Jian and Kailong both increased their comparison at 15 minutes, indicating they are prepared to withstand damage. This can also be reverse-engineered to suggest a high probability of capital inflow below. The tool people have started working. Who has enough power to make the tool people spend money to withstand damage? Naturally, funds that want to target certain stocks. But also watch the 25-minute mark; if sharp reduction occurs, they might stop. It’s all relative.
Yao Wang and Xinhua both had orders at 15 minutes, as mentioned yesterday. AI application stocks are bouncing back, which is not good news for AI applications, so pay attention to whether it’s genuine or fake.

3:17 AM reminder: Teyi and Xintian are reactions to yesterday’s Chinese medicine news, but a clear feature is that at 15 minutes, there were no orders, then increased later, but sharply reduced again at 20 minutes. This indicates that capital’s recognition of the theme is not high, leaning more towards risk aversion. This is very similar to Shaanxi Black Cat yesterday. So, the market is actually not very clear.

4:24 AM reminder: Yijing still has orders, so the sector’s repair potential should be watched. However, GCL Water and Junda are at the floor, which is quite fragmented. Only the recognizability of the 5-day line is solid enough to play.
Hengdian was weakly sealed; yesterday I mentioned Jingtou, Jiebai, Zhejiang Wen, looking at who performed best, possibly trading with them.
Teyi and Panlong both added orders. Based on the theme’s first appearance of a one-word limit-up, arbitrage might be appropriate, but I also warned about risks. Funds seem to have made a temporary move. Did they pre-emptively intervene? The strength comparison is definitely not like brain-machine interface stocks. Old followers know that using bonds to eat unexpected gains is the norm. If bonds turn around, it’s probably a no-go. Recognizability was mentioned in the brain-machine interface wave: Selite, arbitrage done, save some effort.

Han Jian and Kailong’s final comparison sealed orders increased. Yesterday I mentioned that Jingtou wants to win, it needs to surpass Han Jian. Today, Han Jian’s attitude is very clear: adding orders to support the downside. How can Jingtou still play? Naturally, it should lower expectations for position locking. What if it can’t lock? Self-destruct.

5:27 AM reminder: AI applications, which were strong yesterday, are all correcting today, so sector risk should be noted. Non-ferrous metals are directly at the floor, so related themes should be avoided. Think in reverse: if non-ferrous metals are leading, then related themes might be opportunities. This is category binding—look at them together. Silver and non-ferrous metals are like a seesaw, chemicals should move if they are there. The order can be arranged: chemicals are the closest, with bonds like Baichuan. After chemicals, oil and gas follow, and Bang can take a bite without issue.

From the end of the auction, the key messages are:

1. Market risk is high, beware of risk aversion.
2. Yijing’s weak seal suggests photovoltaic stocks might attempt a recovery.
3. AI application bounce-back indicates risk.
4. Jingtou probably can’t surpass Han Jian; if it rises but doesn’t seal, look for exit opportunities.
5. From a tiering perspective, Hangdian has a chance to surpass Kailong, as Kailong’s 20cm is better for position locking than Han Jian. With positive news from Jinfu and large orders, Zhejiang Wen’s prospects for advancement are limited, so funds are making clear choices. Zhejiang Wen’s internet sector is opening a backstab, and its explosive volume reduces competitiveness.
6. New addition of a one-word line in pharmaceuticals, auction adding orders, indicating bonds arbitrage is valid.
7. Fenglong’s abnormal movement, small group helping, early positioning, convertible bond arbitrage all possible.
8. Kailong Gaoke added orders, related attribute arbitrage, Jiangsu + robotics, clear directional signals.**

Today’s operations:

1. This morning, pharmaceuticals opened with a one-word limit-up, riding inertia, and Selite bonds took a bite.
2. Silver seesaw was missed, chemicals missed, entered Bang, small play.
3. Entered Lio at the end of yesterday, AI correction at open, then moved out. For now, the five-day line remains strong.
4. Photovoltaic recovery, Shuangliang bonds took a small bite.

Today’s review:
Today’s market rotation is still active. Opening too high gets hammered, opening too low gets rescued. It’s completely opposite now. So, it’s necessary to change thinking promptly. Expectations for sectors and stocks should be lowered. Even the daily limit-up stocks are like this—various attempts, then re-entries, avoiding high points. The logic is simple: no breakdown, buy where recognition is low and defend. Today, several stocks with strong five-day line recognition are good examples.
The market looks like this: stubborn about face, not willing to fall properly, intraday chasing high, then cooling off for two days before a rebound. It’s funny—nothing is done properly, really looking for trouble.
In chaotic market conditions, bond arbitrage ideas are not bad—focus on high-accuracy plays. Even if you lose, it’s not much. If you can hit accurately in this chaos, you can still make some profit.

Looking at the continuous limit-ups: honestly, I’m not very interested.
4-limit stocks:
Han Jian, whose name sounds like a traitor, also reflects the current market. Today’s added orders show a need to resist damage—think about who they are fighting for.
3-limit stocks:
Kailong Gaoke, added orders to push the tier, pushing theme fermentation, helping Fenglong.
Hangzhou Jiebai, no fermentation, similar to Shaanxi Black Cat. Short-term logic suggests it’s a chosen one, but the environment is too poor. The missed orders are also many. The main force’s sealing method makes me suspicious. Based on GCL’s approach, will it bring consumption back next Monday?
GCL Integration, wait until the main force recovers, then move up the board—reasonable.
2-limit stocks:
Jinfu, positive one-word, dispelling Zhejiang Wen’s ambition.
Huangting, Jiebai’s small follower, following.
Tianzhong, stable.
Shenjian, still playing whack-a-mole, not doing giant power but Shenjian.

The initial limit-up stocks for Sunday’s operation will be discussed later; the most important thing now is to change your mindset in this market.
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Thanks to the brothers who rewarded me in the last post @Dunlai @Dming, appreciate the support. Hope your accounts stay profitable!
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